Trey Barbee Email & Phone Number

Clearwater, Florida, United States

St Petersburg, Florida, United States

 Finance partner for Packaging sector. Managed key financial processes, including forecasting, budget planning, long term planning, performance reporting, commentaries, and ad hoc analysis to support key financial deliverables. Created advanced and accurate financial models to communicate potential outcomes to stakeholders and facilitate decision making.  Collaborated with business partners across the organization, including Operations, Business Development, Site Finance, Supply Chain, and more, to create budgets and drive financial improvement. Proactively utilized a strategic and creative mindset to identify financial improvement opportunities and action improvements identified with sites or other key individuals.  Supported the sector VPs with strong communication and presentation skills to deliver quarterly updates to senior leadership.  Co-lead design and implementation of new customer quoting tool to more accurately predict prospective customer performance across various potential scenarios leading to improved quote accuracy and efficiency.  Lead multiple improvement initiatives across the sector including performance to quote review, MPV reporting, free cash flow improvement, and more.  Supported various implementation projects across multiple sites for new processes, new systems, and new technical accounting guidance by providing training and hands-on support.  Performed M&A due diligence for multiple engagements providing financial analysis and contract review and coordinated integration of new site purchased though M&A activity.  Managed and developed team tasked with implementing improvement initiatives across the sector.

St Petersburg, Florida, United States

 Co-Lead global segregation of duties role redesign project as finance partner. Traveled to sites globally to map processes at detailed task level. Created new ruleset for segregation of tasks and classified risk of potential conflicts. Worked with sites on process revisions when changes and remediation of risks were needed. Managed team members to global roll out of redesigned roles while maintaining focus on other ongoing projects.  Designed and managed preparation of financial risk profiles across various areas such as geopolitical exposure, financial statement analysis and customer profile analysis.  Managed various risk ‘clean-up’ projects to quantify and mitigate concerns in areas such as excess and obsolete inventory, credit exposure, scrap/rework, revenue recognition, and leases.  Collaborated with broader risk office to aggregate risks, quantify potential impacts and develop appropriate management response or remediation strategies to be presented to leadership.  Worked with external vendors to outsource various remediation projects and coordinated and oversaw results.

St Petersburg, Florida, United States

 Mapped processes and worked closely with control owners to design and implement financial controls in compliance with section 404 of the Sarbanes-Oxley act. Trained control owners in control performance and documentation. Managed staff to train control owners and remediate control failures. Lead mock audits to determine control readiness for various departments or locations. Worked closely with internal and external audit to provide additional context for perceived deficiencies and remediate identified deficiencies. Implemented process improvements and created repository of best practices for control and close activities.

Jacksonville, Florida, United States

 Selected for a competitive rotation with the KPMG Cayman Islands office. Audited and reviewed forms 10Q, 10K, and other disclosures. Researched and wrote memos on a broad range of technical accounting topics such as stock compensation, lease accounting, revenue recognition, impairment of assets, and valuation of financial instruments. Conducted control testing in compliance with Section 404 of the Sarbanes-Oxley act for public clients. Developed strong understanding of US GAAP, SEC reporting requirements and IFRS. Industries with extensive exposure include retail, distribution, real estate, banking, investment companies, entertainment, health care, and not-for-profits.

Master'S Degree, Accounting And Finance, Gpa: 3.78

Activities and Societies: Magna Cum Laude Phi Kappa Phi Honors Society

Bachelor Of Science - Bs, Accounting And Finance, Gpa: 3.78

Activities and Societies: Magna Cum Laude Phi Kappa Phi Honors Society KPMG Junior Scholarship recipient FSU President’s List (4.0 GPA).